Keith Jones, CPA · TheCPATaxProblemSolver™

Post-Finality Resolution™

When everyone else says it’s over, we look for what they missed.

Some tax cases are truly final. Others only look that way because no one reviewed the assessment history, notice trail, collection posture, prior representation, procedural defects, or remaining administrative options closely enough.

Keith Jones, CPA

TheCPATaxProblemSolver™

Former FDOR Auditor · 7 Years Inside Florida Tax Enforcement

Eligibility depends on facts, statute, timing, procedural history, agency records, and available administrative remedies. Not all cases qualify.

Keith Jones, CPA — TheCPATaxProblemSolver

You were told the case is final. That does not always mean the analysis is finished.

A final assessment, missed protest deadline, collection notice, lien, levy, warrant, or prior representative’s “no options” answer can feel like the end of the road.

Sometimes it is.

Sometimes it is not.

Post-Finality Resolution™ is a structured review for taxpayers who need a serious second look after the normal response window, appeal stage, or collection process has already advanced.

Built for

Tax problems that appear closed, stuck, or procedurally exhausted.

  • You received a final assessment from the IRS or Florida Department of Revenue.
  • You missed a protest, appeal, or response deadline.
  • A levy, garnishment, lien, or warrant is active or threatened.
  • A prior CPA, attorney, or enrolled agent said there are no more options.
  • You believe the assessment amount is wrong.
  • You need a second opinion before paying, conceding, or entering a collection agreement.
  • You are dealing with payroll tax, sales and use tax, trust fund, audit, or collection issues.

What gets examined

The Post-Finality Resolution™ Review looks at the full record.

Assessment history
Notice timeline
Protest and appeal windows
Collection posture
Levy, lien, warrant, or garnishment activity
Prior representative actions
Procedural defects or missed defenses
Statute-sensitive deadlines
Filing and compliance status
Payment history
Possible administrative remedies
Strategic next steps

This is not a magic reset button.

Post-Finality Resolution™ does not guarantee that an assessment can be reopened, appealed, abated, compromised, reduced, withdrawn, or reversed.

The purpose is narrower and more valuable:

To determine whether any meaningful option may still exist before you accept the case as over.

Flat-fee eligibility review

Post-Finality Resolution™ Review

A focused eligibility review for taxpayers facing final assessments, missed deadlines, collection activity, or situations where prior representation has concluded that no options remain.

Starting at$1,500

Final fee depends on agency, urgency, number of periods, amount at issue, procedural complexity, and document volume.

Deliverables

  • Intake and document review
  • Notice and assessment timeline analysis
  • Collection status review
  • Identification of remaining procedural or administrative options
  • Risk ranking
  • Next-step recommendation
  • Written eligibility summary
Request Post-Finality Review

Secure intake

Request a Post-Finality Review

Keep the summary brief. Upload only the notice, assessment, levy, lien, warrant, or agency letter directly related to this request. Do not include Social Security numbers, bank account numbers, passwords, full tax ID numbers, or unrelated tax documents.

1 · Contact information

Use your best contact information. If there is an active levy, garnishment, warrant, or deadline inside 30 days, accurate contact information matters.

2 · Agency and issue type

If more than one applies, choose the closest match and explain briefly later.

3 · Current status

Do not include Social Security numbers, bank account numbers, tax ID numbers, or full account transcripts in this form.

4 · Notice or assessment (optional)

Upload only the notice or agency letter directly related to this request. Redact Social Security numbers, bank account numbers, and unrelated taxpayer information where possible. Max 15 MB.

5 · Brief case summary
0/1000
6 · Consent

By submitting this form, you understand that this request is for preliminary review only. No outcome is guaranteed. Eligibility depends on facts, statute, timing, procedural history, agency records, and available administrative remedies.

Submitting this form does not create a CPA-client relationship. A CPA-client relationship begins only after acceptance of the matter and execution of a written engagement agreement.

Do not include Social Security numbers, bank account numbers, full tax ID numbers, passwords, or unrelated sensitive documents in this form.

Submission is encrypted in transit and reviewed by a human professional.

Before you accept “case closed,” get the record reviewed.

The worst time to guess is after the government has already assessed, filed, levied, or moved the case into collection.

If the facts, statutes, timing, or procedure leave no meaningful path, we will tell you directly. If there may be a path, you will know what needs to happen next.

Request Post-Finality Review